How big is Haven Wealth Advisors' plan?

Haven Wealth Advisors' plan reported $347K in assets and 13 participants for 2024.

Original filing (PDF)20250701135251NAL0007045955001

Haven Wealth Advisors

Name: Haven Wealth Advisors — Arthur-Schneider LLC, Form 5500 (2024)
Creator: Haven Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arthur-Schneider LLC

401(k) retirement plan · Haven Wealth Advisors' Arthur-Schneider LLC held $347K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

People on this filing

Shirley Horner signed Haven Wealth Advisors' 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Haven Wealth Advisors' EIN is 85-4269250.

EIN 85-4269250

Plan number 001

Plan year 2024

ACK ID 20250701135251NAL0007045955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haven Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haven Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAVEN WEALTH ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score